Chubb Ltd
CB- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000896159
In the last 90 days, Chubb Ltd insiders filed 0 open-market purchases and 2 sales; 2,173 institutions reported holding it in 13F filings for Q2 2026, worth $119.2B in total; 3 superinvestors hold it, including Berkshire Hathaway and Viking Global Investors.
13F holders, Q3 2025
Institutional positions in Chubb Ltd as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,931
- +1 vs. Q2 2025
- Shares held
- 344.8M
- −7.51M (−2.1%) vs. Q2 2025
- Total value
- $97.3B
- −$4.62B (−4.5%) vs. Q2 2025
- New holders
- 135
- 766 more added
- Sold out
- 134
- 731 more reduced
32 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,173 | $119.2B |
| Q1 2026 | 2,126 | $114.6B |
| Q4 2025 | 2,060 | $110.6B |
| Q3 2025 | 1,931 | $97.3B |
| Q2 2025 | 1,962 | $103.2B |
| Q1 2025 | 1,927 | $108.9B |
| Q4 2024 | 1,910 | $99.4B |
| Q3 2024 | 1,812 | $103.7B |
| Q2 2024 | 1,716 | $92.2B |
| Q1 2024 | 1,705 | $93.6B |
| Q4 2023 | 1,608 | $81.8B |
| Q3 2023 | 1,487 | $75.4B |
| Q2 2023 | 1,489 | $69.5B |
| Q1 2023 | 1,472 | $71.1B |
| Q4 2022 | 1,490 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,411 | $72.6B |
| Q1 2022 | 1,405 | $80.4B |
| Q4 2021 | 1,330 | $73.0B |
| Q3 2021 | 1,216 | $66.2B |
| Q2 2021 | 1,220 | $61.3B |
| Q1 2021 | 1,215 | $62.6B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Octavia Wealth Advisors, LLC | 1,157 | $327.7K | 0.03% | −1−0.1% | Reduced |
| Everpar Advisors LLC | 1,162 | $328.0K | 0.13% | +139+13.6% | Added |
| Sax Wealth Advisors, LLC | 1,165 | $328.8K | 0.02% | −14−1.2% | Reduced |
| Reliant Investment Partners, LLC | 1,160 | $329.4K | 0.26% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,178 | $332.5K | 0.04% | +154+15.0% | Added |
| Argyle Capital Partners, LLC | 1,188 | $335.3K | 0.24% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,191 | $336.2K | 0.03% | 00.0% | Unchanged |
| May Hill Capital, LLC | 1,191 | $336.2K | 0.10% | +222+22.9% | Added |
| Fukoku Mutual Life Insurance Co | 1,192 | $336.4K | 0.02% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 1,199 | $338.5K | 0.10% | +1+0.1% | Added |
| Proffitt & Goodson Inc | 1,200 | $338.7K | 0.05% | +1,144+2,042.9% | Added |
| Discipline Wealth Solutions, LLC | 1,206 | $340.4K | 0.09% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 1,207 | $340.7K | 0.05% | −23−1.9% | Reduced |
| Promethium Advisors,llc | 1,203 | $340.7K | 0.20% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,217 | $343.5K | 0.03% | +1,217 | New |
| Sovran Advisors, LLC | 1,237 | $344.0K | 0.03% | +1,237 | New |
| Broadwater Capital Management LLC | 1,220 | $344.3K | 0.25% | −352,238−99.7% | Reduced |
| Elgethun Capital Management | 1,219 | $345.1K | 0.06% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 1,224 | $345.5K | 0.02% | −66−5.1% | Reduced |
| Park Edge Advisors, LLC | 1,224 | $345.5K | 0.08% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,225 | $345.8K | 0.06% | +23+1.9% | Added |
| Moody Lynn & Lieberson, LLC | 1,227 | $346.3K | 0.02% | −2−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,228 | $346.6K | 0.01% | +23+1.9% | Added |
| Moment Partners, LLC | 1,230 | $347.2K | 0.06% | +27+2.2% | Added |
| Northwest Wealth Management, LLC | 1,231 | $347.4K | 0.06% | +1,231 | New |
| BlackDiamond Wealth Management Inc. | 1,239 | $349.7K | 0.19% | −39−3.1% | Reduced |
| J.Safra Asset Management Corp | 1,243 | $350.8K | 0.02% | +119+10.6% | Added |
| State of Wyoming | 1,243 | $350.8K | 0.04% | −113−8.3% | Reduced |
| Norway Savings Bank | 1,243 | $350.8K | 0.17% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,239 | $351.0K | 0.07% | +3+0.2% | Added |
| Sterling Capital Management LLC | 1,245 | $351.4K | 0.01% | +2+0.2% | Added |
| Proficio Capital Partners LLC | 1,246 | $351.8K | 0.02% | −1,574−55.8% | Reduced |
| Quaker Wealth Management, LLC | 1,247 | $351.9K | 0.11% | 00.0% | Unchanged |
| Fundamentun, LLC | 1,247 | $352.2K | 0.01% | −90−6.7% | Reduced |
| Burling Wealth Partners, LLC | 1,250 | $352.8K | 0.06% | −90−6.7% | Reduced |
| Sentinel Trust Co Lba | 1,250 | $353.0K | 0.04% | −455−26.7% | Reduced |
| Wynn Capital, LLC | 1,251 | $353.1K | 0.17% | 00.0% | Unchanged |
| Vicus Capital | 1,253 | $353.7K | 0.03% | −97−7.2% | Reduced |
| Titleist Asset Management, LLC | 1,263 | $356.4K | 0.03% | +9+0.7% | Added |
| Kathmere Capital Management, LLC | 1,263 | $356.5K | 0.03% | −11−0.9% | Reduced |
| Spirepoint Private Client, LLC | 1,264 | $356.8K | 0.04% | +79+6.7% | Added |
| Banque Pictet & Cie SA | 1,265 | $357.0K | 0.00% | −400−24.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,262 | $357.4K | 0.03% | −65−4.9% | Reduced |
| Mainsail Asset Management, LLC | 1,267 | $357.6K | 0.16% | +1,267 | New |
| Bennett Associates Wealth Management | 1,273 | $359.3K | 0.26% | +1,273 | New |
| Cornerstone Advisory, LLC | 1,283 | $362.1K | 0.04% | +5+0.4% | Added |
| Strategic Advisors LLC | 1,283 | $362.3K | 0.06% | −35−2.7% | Reduced |
| Oxford Asset Management LLP | 1,284 | $362.4K | 0.12% | +1,284 | New |
| Northern Financial Advisors Inc | 1,295 | $365.5K | 0.19% | −45−3.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,300 | $366.8K | 0.03% | −195−13.0% | Reduced |
| Sage Financial Management Group, Inc. | 1,300 | $366.9K | 0.12% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,300 | $366.9K | 0.04% | +1,300 | New |
| David Loasby | 1,269 | $367.0K | 0.03% | −152−10.7% | Reduced |
| Parcion Private Wealth LLC | 1,304 | $368.1K | 0.02% | +397+43.8% | Added |
| Voya Financial Advisors, Inc. | 1,317 | $368.2K | 0.04% | −155−10.5% | Reduced |
| SFMG, LLC | 1,309 | $369.5K | 0.03% | +8+0.6% | Added |
| Advyzon Investment Management, LLC | 1,319 | $372.3K | 0.06% | +155+13.3% | Added |
| BostonPremier Wealth LLC | 1,323 | $373.4K | 0.19% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 1,324 | $373.7K | 0.21% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 1,325 | $374.0K | 0.26% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,326 | $374.4K | 0.07% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 1,335 | $376.8K | 0.03% | −10−0.7% | Reduced |
| Green Harvest Asset Management LLC | 1,336 | $377.1K | 0.01% | +7+0.5% | Added |
| Bollard Group LLC | 1,340 | $378.0K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,341 | $379.8K | 0.08% | −9−0.7% | Reduced |
| Naviter Wealth, LLC | 1,345 | $380.8K | 0.04% | +235+21.2% | Added |
| Alerus Financial NA | 1,352 | $381.6K | 0.02% | −144−9.6% | Reduced |
| Strategy Asset Managers LLC | 1,356 | $382.8K | 0.07% | −22−1.6% | Reduced |
| Courier Capital LLC | 1,364 | $385.0K | 0.02% | +20+1.5% | Added |
| Quarry LP | 1,366 | $385.6K | 0.09% | +1,366 | New |
| Diversify Advisory Services, LLC | 1,399 | $389.2K | 0.01% | −83−5.6% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,374 | $389.7K | 0.09% | +1,374 | New |
| DGS Capital Management, LLC | 1,383 | $390.4K | 0.07% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 1,384 | $390.6K | 0.01% | −304−18.0% | Reduced |
| Councilmark Asset Management, LLC | 1,387 | $391.5K | 0.22% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 1,388 | $391.8K | 0.16% | −6−0.4% | Reduced |
| Weik Capital Management | 1,395 | $393.7K | 0.15% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,396 | $393.9K | 0.03% | +212+17.9% | Added |
| Clearview Wealth Advisors LLC | 1,396 | $394.0K | 0.25% | −38−2.6% | Reduced |
| Quotient Wealth Partners, LLC | 1,397 | $394.3K | 0.01% | −97−6.5% | Reduced |
| Carson Advisory Inc. | 1,401 | $395.3K | 0.21% | +13+0.9% | Added |
| Dearborn Partners LLC | 1,402 | $395.8K | 0.02% | +126+9.9% | Added |
| Smithfield Trust Co | 1,414 | $399.0K | 0.02% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 1,375 | $400.7K | 0.26% | −200−12.7% | Reduced |
| BKD Wealth Advisors, LLC | 1,420 | $400.8K | 0.01% | −19−1.3% | Reduced |
| Family Management Corp | 1,425 | $402.2K | 0.06% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,426 | $402.5K | 0.02% | −357−20.0% | Reduced |
| Investment Research Partners LLC | 1,448 | $402.5K | 0.18% | +1,448 | New |
| RFG Advisory, LLC | 1,445 | $407.9K | 0.01% | −603−29.4% | Reduced |
| Integrated Advisors Network LLC | 1,448 | $408.7K | 0.02% | −9−0.6% | Reduced |
| Univest Financial Corp | 1,448 | $408.7K | 0.02% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,452 | $411.2K | 0.09% | −35−2.4% | Reduced |
| Empower Advisory Group, LLC | 1,458 | $411.5K | 0.00% | +162+12.5% | Added |
| Spire Wealth Management | 1,459 | $411.9K | 0.01% | −156−9.7% | Reduced |
| Tectonic Advisors LLC | 1,462 | $412.7K | 0.02% | +5+0.3% | Added |
| Americana Partners, LLC | 1,472 | $415.5K | 0.01% | −814−35.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 1,481 | $418.0K | 0.04% | −35−2.3% | Reduced |
| LeClair Wealth Partners LLC | 1,481 | $418.0K | 0.26% | +373+33.7% | Added |
| Credit Industriel Et Commercial | 1,483 | $418.6K | 0.07% | +1,483 | New |
| Westfuller Advisors, LLC | 1,480 | $419.2K | 0.19% | +1,480 | New |